News Release: Joel Blum named to the 2025 AdvisorHub Advisor to watch (under $1Bil) list
News Release
Westbrook, CT -- July 1st, 2025
Joel E. Blum, CFP®, APMATM, CRPCTM a Private Wealth Advisor with Ameriprise Financial, Inc. in Westbrook, was recognized as one of the top “Advisors to Watch Under $1Bil” by AdvisorHub, a publication covering the wealth management industry. AdvisorHub recognizes elite financial advisors who manage less than one billion in client assets based on their innovation, professionalism, and success in the business. Blum is proud to oversee $360 million in assets for clients in throughout the United States.
Blum was chosen based on her growth, the quality of practice, and character. The publication evaluated advisor nominations according to their assets under management, number of client relationships and acquisitions, years of experience, professional designations, community involvement, and the makeup of her team, among other criteria.
As a Private Wealth Advisor, Blum provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. Joel Blum has been with Ameriprise since 2014 & has served in the Westbrook area for 2021. For more information, please contact our team at 860.391.0299 or northcovecapital@ampf.com or visit one of our Ameriprise office locations at
The Shops at Water’s Edge Eric Town Square
1587 Boston Post Road, Unit B5 124 Hebron Ave., Ste. 3b-2
Westbrook, CT 06498 Glastonbury, CT 6033
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit www.ameripriseadvisors.com/joel.blum/
Visit advisorhub.com for additional information about AdvisorHub. www.advisorhub.com/advisors-to-watch-under-1b-2025/
1Company founded June 29, 1894.
Source: AdvisorHub, “Advisors to Watch Under $1Bil,” 6/20/2025
The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
File # AMP4956738.2- (Approved until 1/31/2026)
Joel E. Blum, CFP®, APMATM, CRPCTM a Private Wealth Advisor with Ameriprise Financial, Inc. in Westbrook, was recognized as one of the top “Advisors to Watch Under $1Bil” by AdvisorHub, a publication covering the wealth management industry. AdvisorHub recognizes elite financial advisors who manage less than one billion in client assets based on their innovation, professionalism, and success in the business. Blum is proud to oversee $360 million in assets for clients in throughout the United States.
Blum was chosen based on her growth, the quality of practice, and character. The publication evaluated advisor nominations according to their assets under management, number of client relationships and acquisitions, years of experience, professional designations, community involvement, and the makeup of her team, among other criteria.
As a Private Wealth Advisor, Blum provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. Joel Blum has been with Ameriprise since 2014 & has served in the Westbrook area for 2021. For more information, please contact our team at 860.391.0299 or northcovecapital@ampf.com or visit one of our Ameriprise office locations at
The Shops at Water’s Edge Eric Town Square
1587 Boston Post Road, Unit B5 124 Hebron Ave., Ste. 3b-2
Westbrook, CT 06498 Glastonbury, CT 6033
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit www.ameripriseadvisors.com/joel.blum/
Visit advisorhub.com for additional information about AdvisorHub. www.advisorhub.com/advisors-to-watch-under-1b-2025/
1Company founded June 29, 1894.
Source: AdvisorHub, “Advisors to Watch Under $1Bil,” 6/20/2025
The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
File # AMP4956738.2- (Approved until 1/31/2026)
Ameriprise Financial Services – North Cove Capital
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Alyssa Smith Financial Planner
- July 01, 2025
- (860) 391-0299
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